Dynamics 365 iconWelcome to EASY QPRT

Get your attorney reviewed QPRT. Easy as 1-2-3.

We walk you through the process and help you set up your QPRT. From valuation to filing the gift tax return. We do it all!

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We complete the entire process

We will structure the trust, transfer the asset and even file the gift tax return. We simplify the process to avoid headaches.

They ensure that their clients’ plans remain current and compliant with these legal changes. In addition, these attorneys often act as advocates for their clients, representing their interests in probate court or assisting with the administration of trusts when necessary. They also offer guidance on strategies to protect assets from potential creditors or legal disputes, ensuring that their clients’ legacies are preserved and their loved ones are financially secure.

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Awards

2.8K

Satisfied customers

About us

See why a QPRT can be the best estate planning tool.

Our experienced estate planning attorneys stay up-to-date with constantly evolving laws and regulations related to estate planning, tax codes, and inheritance rules.

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QPRT PROCESS

Peace of mind, always.

Initial Consultation

The first step is to make sure that a QPRT is best for you.

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Draft Trust Document

Next, we customize the trust to make sure it covers your desired goals.

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File & Record

Last, we make sure the trust is effected and file the gift tax return.

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Why us

Always your first choice

Overall, an experienced estate planning attorney is a trusted advisor who helps individuals and families navigate the complexities of wealth preservation, inheritance, and legacy planning.

Experience

Discounts

Support

Online system

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Testimonials

Hear from our happy clients

I used a QPRT for both my primary residence and vacation home. It enabled me to get over a $4 million exclusion. I could not be happier.

Jenny Capri

Business owner

As a result of tax and estate reform, I knew these plans would be critical to my estate plan. They helped me implement a unique strategy.

Samantha Frank

Real estate investor

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